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Schwab Intermediately-Term US Treasury ETF

465 hedge funds and large institutions have $9.55B invested in Schwab Intermediately-Term US Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 221 increasing their positions, 114 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
465
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
45
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HFS
451
Hantz Financial Services
Michigan
$2K
HWP
452
Highline Wealth Partners
California
$1.91K
S
453
SignatureFD
Georgia
$1.91K
RFP
454
Root Financial Partners
California
$1.89K
TRCT
455
Tower Research Capital (TRC)
New York
$1.68K
MFC
456
Morris Financial Concepts
South Carolina
$1.46K
SL
457
Salomon & Ludwin
Virginia
$1.25K
BA
458
Ballast Advisors
Minnesota
$1.16K
FGAM
459
Financial Gravity Asset Management
Texas
$779
TAM
460
Tucker Asset Management
Colorado
$754
CFS
461
Compass Financial Services
Iowa
$628
FWP
462
FAS Wealth Partners
Kansas
$508
SC
463
Solstein Capital
California
$452
SJIM
464
St. Johns Investment Management
Florida
$251
WWM
465
Wagner Wealth Management
South Carolina
$156
MFA
466
Morling Financial Advisors
California
$15
ACM
467
AlphaStar Capital Management
North Carolina
Thrivent Financial for Lutherans
468
Thrivent Financial for Lutherans
Minnesota
RW
469
Rede Wealth
Virginia
FIM
470
Freedom Investment Management
Connecticut
PFG
471
PAX Financial Group
Texas
NWAG
472
Net Worth Advisory Group
Utah
SAW
473
Signal Advisors Wealth
Michigan
Lido Advisors
474
Lido Advisors
California
VWA
475
Visionary Wealth Advisors
Illinois